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πŸš€ New Features

πŸŽ‰ Treatment Plan Locking πŸ”’
You can now lock treatment plans. Once locked, prices can no longer be changed; preventing errors or unauthorized modifications later on.


πŸŽ‰ Permissions for Past-Day Access in Financial Reports πŸ“Š
You can now set how many past days of financial data users can view. Authorized users will only see historical financial data within the defined timeframe.


πŸŽ‰ Consent Status Indicator in Treatment Plans βœ…
Treatments with completed and approved consent forms now show a checkmark icon. Hovering over the icon displays the consent date; making consent tracking easier at a glance.


πŸŽ‰ Recall Reports πŸ“Š
View recall performance and pending reminders on a single screen. You’ll find this report in the Overview page, bottom-right section.


✨ Improvements

✨ Proforma – Diagnosis Option πŸ“
Proformas now include a β€œWith/Without Diagnosis” option, letting you choose whether to include diagnosis info in outputs.


✨ Daily Tracking Report – Pagination & Filters πŸ“‘
Improved pagination and filtering options for the daily tracking report.


✨ Tasks Rework – Color Codes & Usability βœ”οΈ
Task page and workflows have been improved. Color codes clarified:

  • Yellow = Pending / Not yet due

  • Red = Overdue

  • Green = Completed


✨ Treatment Plan – Tooth Chart Visibility Preference 🦷
The β€œShow/Hide Teeth” setting is now user-specific. Once hidden for a patient, the setting applies to other patients under the same user account.


✨ Debt per Doctor Report – Last Payment Date πŸ—“οΈ
Added Last Payment Date column and date filter. Debts can now be sorted and filtered by due date; specially useful for orthodontic and partial-payment clinics.


πŸ› οΈ Fixes

πŸ› οΈ User Permissions Copy – Inactive Users
Inactive users no longer appear by default when copying permissions. A user search field was also added for faster selection.


πŸ› οΈ Mobile – Appointment Statuses Synced with Web
Appointment statuses in the mobile app now fully match the web version; including names, colors, and status transitions.

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